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Hey everyone, I'm Aly.
I'm going to show you what customers see when they select the pickup
option on your Shopify checkout.
And I'm going to take you through the complete guide for how to fulfill pickup
orders in the POS, and the Shopify admin.
To fulfill pickup orders on the POS.
You need to be using Shopify by POS pro.
If you're using Shopify POS light, which is included in all Shopify plans or POS
classic, then you need to fulfill your pickup orders in the Shopify admin.
Let's get started with an example of checkout on the alyathletics store.
Here, the customer has two options to have the item shipped, or to choose pickup.
Right now, the alyathletics store has pickup enabled in three locations.
After the customer selects pickup, they see the locations available
and they can select which location is most convenient for them.
Because this t-shirt only has product availability in San Francisco, that
location is the only option displayed.
But if we update this t-shirt's inventory at the New York
location, then the customer will see this option at checkout too.
It's important to remember that the location for pickup only shows if
all of the products in that order are in stock at that location.
In this example, the customer selects the New York location and
sees the estimated pickup time.
After the customer finishes checking out, they're sent the order confirmation.
This tells the customer they'll receive another notification when
their order is ready for pickup.
Here's an example of an email confirmation.
Next it's time to fulfill the pickup order on the Shopify POS.
Just a reminder, you need to be using Shopify POS Pro to
fulfill pickup orders on the POS.
I'll show you two different POS fulfillment methods today.
The first is through the order section and the second is a streamlined
method through the smart grid.
Let's look at the order section first.
From the homepage, tap the menu icon.
Here you can double check which location you're logged into to make sure you're
fulfilling from the right location.
Then tap orders.
To filter your pickup orders tab online under sale type.
Then under delivery method, tap local pickup.
Find the unfulfilled pickup order you're looking for and open it.
Use the details on this page to gather all of the items for the
order, then tap ready for pickup.
If you have a printer connected, you can print a packing slip
to include with the order.
When everything is packaged and labeled tap, send, pick up
notification, then tap, continue.
Your customer is then sent a notification that their order is ready for pickup.
When they arrive, find their order through the global search bar.
Or the order section and tap to open it.
If you printed the order's pickup slip, then you can also scan
the QR code to find the order.
Tap mark as picked up and then tap continue.
You can also send a pickup confirmation from this page if you'd like.
Tap done to finish.
Let's fulfill it another pickup order using the smart grid.
If you haven't already added the pickup tile, you can do that.
Now.
Start by tapping add tile, then fulfillment.
Add view local pickup orders, and then tap done.
On the tile, you see a number icon that tells you how many orders
need to be prepared for pickup.
When you open the tile, you see two tabs, prepare for pickup and ready for pickup.
Under prepare for pickup, find the order that you need to prep and tap to open it.
Use the details on this page together, all of the items for the
order and tap ready for pickup.
If you have a printer connected, you can also print a packing
slip to include with your order.
When everything is packaged and labeled tap send pickup
notification, then tap, continue.
Your customer is then sent a notification that their order is ready for pickup.
When the customer arrives, open the local pickup tile.
And tap ready for pickup.
Find the order and open it.
Tap Mark as picked up and then continue.
You can also send a pickup confirmation from this page if you'd like.
Tap done to finish.
And that's it.
Once an order is marked as picked up, it's no longer visible in the pickup tile.
But you can always find it later in the order section of the
POS or in the Shopify admin.
Next let's fulfill a pickup order in the Shopify admin.
You can also use the Shopify mobile app, if you'd prefer.
From the Shopify admin click orders.
Under delivery method, you see the orders that are marked as local pickup.
Find the order that you want to fulfill and open it.
Use the details on this page to gather all of the items for the
order, then click ready for pickup.
From here, you have the option to print a packing slip, to include with the order.
When everything is packaged and labeled, click send pickup notification.
A pickup notification is sent to the customer and includes any
pickup instructions you created.
When your customer arrives, you can find the order by searching
for the customer's profile or order number in the order section.
If the customer would like to make changes to their order, click edit.
From here, you can search for products to add, adjust quantity or remove items.
Since I don't need to make any changes to this order, I'm going
to click mark as picked up.
The order is now marked as fulfilled.
Now, you know how to fulfill pickup orders in the POS and the Shopify admin.
Don't forget to subscribe for new tutorials every week
from the Shopify help center.
And if you have any questions, don't forget to visit us at
help.Shopify.com for more information.